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Balboa Wealth Partners’s American Healthcare REIT AHR Stock Holding History

Balboa Wealth Partners’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,250
Closed -$200K – 491
2025
Q4 		$200K Sell
4,250
-2,160
-34% -$100K 0.03% 380
2025
Q3 		$269K Buy
+6,410
New +$258K 0.05% 297

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Balboa Wealth Partners's AHR Position: Q1 2026 in Review

Balboa Wealth Partners sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 4,250 shares — an estimated $200K sold.

Balboa Wealth Partners first reported a position in AHR in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q3 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Balboa Wealth Partners reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 4,250 American Healthcare REIT shares in Q1 2026, an estimated $200K.
  • Balboa Wealth Partners first reported a position in American Healthcare REIT in Q3 2025 and held it in 2 quarters.
  • Balboa Wealth Partners's American Healthcare REIT position peaked at $269K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.